NextChapter

Entry-level financial advisor associate jobs: what the job is, skills and open roles

A client associate supports a financial advisor: preparing client meetings, processing account paperwork and answering routine client questions. A path toward becoming an advisor. Right now 424 entry-level financial advisor associate jobs are open on employers’ own career sites.

What a financial advisor associate does

In the banking, insurance and real estate family of jobs. Roles that serve customers and process accounts, policies, loans and property.

A typical day

  1. 1. Prepare client meeting materials
  2. 2. Process account forms and transfers
  3. 3. Answer client questions
  4. 4. Maintain records
  5. 5. Study for licenses (e.g., SIE, Series 7)

Do you need experience?

3 of the 424 open entry-level financial advisor associate jobs say in their own text that no experience is required. 2 say they provide training. The figures are counted from the posting text and change as jobs open and close.

Open entry-level financial advisor associate jobs

Taken from employers’ own career sites and checked to still be open within the last week.

Showing the newest 15 of about 424 verified open jobs here. Search all jobs

Search all financial advisor associate jobs

Skills for financial advisor associate jobs

The skills this job uses, most important first. Most can be learned or shown before the first day.

Skills to build or show

  1. 1. Client service
  2. 2. Attention to detail
  3. 3. Financial products basics
  4. 4. Compliance awareness
  5. 5. CRM software

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The market for financial advisor associate work

Every figure names its source.

Open entry-level financial advisor associate jobs
424

Source: NextChapter, checked against employer career sites, last 7 days.

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Openings that say no experience is required
3

Source: The posting’s own text, counted by NextChapter.

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Openings that say they provide training
2

Source: The posting’s own text, counted by NextChapter.

Median pay in listings that state it
$64,000

Source: NextChapter verified openings (99 with pay).

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Employment outlook, the closest government category
Projected +1% from 2025 to 2035 (little or no change).

Source: BLS Employment Projections, 2025–2035.

AI use at work, the closest government category
Among personal financial advisors, AI is already used for a large share of the tasks.

Source: Anthropic Economic Index.

Across 99 open entry-level financial advisor associate listings that state an annual pay figure, the middle half run from $54,000 to $74,000, with a median of $64,000. Listings that state pay are not every listing, and some roles add commission or bonus on top.

Outlook and AI-use figures are for the government category “Personal financial advisors”, the closest match to this job.

Where entry-level financial advisor associate jobs are

Between jobs? Unemployment benefits and severance rules in these states, or in every state.

Employers hiring financial advisor associates now

  • Equitable 85
  • Jackson Hewitt 25
  • Morgan Stanley 21
  • Royal Bank of Canada 21
  • Stifel 20
  • Truist Financial 17
  • Bank of America 11
  • Ameriprise Financial 10
  • Truist 9
  • JPMorgan Chase 7

More jobs like financial advisor associate

Roles that use the same skills, and where this job commonly leads.

Where it can lead

Similar entry-level jobs

All entry-level banking, insurance and real estate jobs · Financial Advisor Associate jobs at every level

Questions about financial advisor associate jobs

What does a financial advisor associate do?
A client associate supports a financial advisor: preparing client meetings, processing account paperwork and answering routine client questions. A path toward becoming an advisor. A typical day includes: prepare client meeting materials; process account forms and transfers; answer client questions; maintain records; study for licenses (e.g., sie, series 7).
Can I get an entry-level financial advisor associate job with no experience?
3 of the 424 open entry-level financial advisor associate jobs say in their own text that no experience is required. 2 say they provide training. The figures are counted from the posting text and change as jobs open and close.
What skills do you need to be a financial advisor associate?
The skills this job uses most are client service, attention to detail, financial products basics, compliance awareness, CRM software. Most can be learned before the first day through coursework, short courses, practice or a related job.
How much does an entry-level financial advisor associate make?
Across 99 open entry-level financial advisor associate listings that state an annual pay figure, the middle half run from $54,000 to $74,000, with a median of $64,000. Listings that state pay are not every listing, and some roles add commission or bonus on top.
Where can a financial advisor associate job lead?
People in this job commonly move to financial analyst, bank teller, insurance agent or customer service trainee, investment or research analyst. The link between jobs is the shared skills; the path is not guaranteed and depends on the employer.

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